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PDT Partners’s New Jersey Resources NJR Stock Holding History

PDT Partners’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,061
Closed -$499K – 670
2022
Q4 		$499K Sell
10,061
-32,603
-76% -$1.49M 0.08% 392
2022
Q3 		$1.65M Sell
42,664
-11,622
-21% -$518K 0.25% 93
2022
Q2 		$2.42M Buy
+54,286
New +$2.44M 0.21% 129
2021
Q3 		– Sell
-71,700
Closed -$2.84M – 862
2021
Q2 		$2.84M Buy
71,700
+400
+0.6% +$16.9K 0.19% 226
2021
Q1 		$2.84M Buy
+71,300
New +$2.72M 0.2% 210
2020
Q4 		– Sell
-27,500
Closed -$743K – 803
2020
Q3 		$743K Sell
27,500
-47,109
-63% -$1.43M 0.05% 357
2020
Q2 		$2.44M Sell
74,609
-4
-0% -$133 0.17% 192
2020
Q1 		$2.54M Buy
74,613
+15,913
+27% +$621K 0.2% 142
2019
Q4 		$2.62M Buy
58,700
+18,298
+45% +$791K 0.16% 170
2019
Q3 		$1.83M Sell
40,402
-37
-0.1% -$1.73K 0.11% 214
2019
Q2 		$2.01M Sell
40,439
-3
-0% -$148 0.12% 188
2019
Q1 		$2.01M Sell
40,442
-8,770
-18% -$417K 0.11% 198
2018
Q4 		$2.25M Buy
+49,212
New +$2.32M 0.13% 181
2015
Q4 		– Sell
-61,500
Closed -$1.85M – 758
2015
Q3 		$1.85M Buy
61,500
+5,836
+10% +$166K 0.04% 492
2015
Q2 		$1.53M Buy
55,664
+14,064
+34% +$420K 0.04% 556
2015
Q1 		$1.29M Buy
+41,600
New +$1.31M 0.03% 669
2014
Q4 		– Sell
-11,018
Closed -$278K – 936
2014
Q3 		$278K Sell
11,018
-1,692
-13% -$44.5K 0.01% 1118
2014
Q2 		$363K Sell
12,710
-13,030
-51% -$339K 0.01% 1128
2014
Q1 		$641K Sell
25,740
-570
-2% -$13.1K 0.02% 832
2013
Q4 		$608K Sell
26,310
-71,916
-73% -$1.62M 0.07% 338
2013
Q3 		$2.16M Buy
98,226
+72,628
+284% +$1.59M 0.06% 458
2013
Q2 		$532K Buy
+25,598
New +$579K 0.01% 1034

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PDT Partners's NJR Position: Q1 2023 in Review

PDT Partners sold out of New Jersey Resources (NJR) in Q1 2023, closing a stake of 10,061 shares — an estimated $499K sold.

PDT Partners first reported a position in NJR in Q2 2013 and held it in 22 quarters. The position peaked at $2.84M in Q1 2021. 321 funds tracked by Wall St. Rank hold NJR as of Q1 2023.

  • PDT Partners reported no remaining New Jersey Resources position as of Q1 2023 after selling out during the quarter.
  • PDT Partners sold 10,061 New Jersey Resources shares in Q1 2023, an estimated $499K.
  • PDT Partners first reported a position in New Jersey Resources in Q2 2013 and held it in 22 quarters.
  • PDT Partners's New Jersey Resources position peaked at $2.84M in Q1 2021.
  • 321 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2023.

Based on PDT Partners's 13F filing for Q1 2023, filed 15 May 2023.